Charles Conners is a CFP® with 42 years of industry experience, currently serving at Ignite Planners LLC since 2025. He previously worked at Western International Securities, Inc. and NPB Financial Group, LLC. He also holds licenses as an agent for accident and health, life, and variable insurance. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive VEGA strategy and managing private pooled funds alongside traditional portfolios.

Thomas Hoffman is a financial advisor at Asset One Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, RBA Wealth Management, and Morgan Stanley. Asset One Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm emphasizes customized strategic asset allocation, long-term buy-and-hold strategies, and family-office style coordination for clients with significant assets.

Bryon Pyle is a financial advisor at Lifetime Financial, Inc. with two years of industry experience and holds a Series 65 designation. He has worked at Lifetime Financial since 2024 and has additional experience in mortgage brokering and managing personal short-term rental properties. Lifetime Financial serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management through various platforms, including third-party money manager programs and alternative investment consulting. The firm emphasizes tailored portfolio construction based on client suitability factors and integrates multiple investment analysis tools while managing potential conflicts linked to its affiliation with insurance and real estate businesses.

Lawrence Depaul is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 credential and 23 years of industry experience. He has worked with Centaurus Financial, Inc. and Newport Wealth Advisors since 2011. Outside of advising, he serves as president of the Newport Beach chapter of the Society for Financial Awareness, a nonprofit educational speakers bureau. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using fundamental, technical, and charting analysis, and it manages approximately $193 million in assets through a small team of advisers.

Simon Reeves is a financial advisor at Pasadena Private Wealth, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Pasadena Private Wealth since 2023 and Tiderock Financial, LLC since 2010. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a fundamental analysis approach with long-term portfolio construction, incorporating ETFs, mutual funds, individual securities, fixed income, and alternative strategies, while managing over $1.2 billion in assets across multiple offices.

Mark Iwamoto is a financial advisor with Apriem Advisors in Irvine, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Apriem Advisors since 1998. Outside of his advisory role, he acts as an independent insurance agent for Apriem Insurance Services, providing insurance advice and sales. Apriem Advisors offers wealth management, customized portfolio management, retirement plan advisory, and charitable investment services primarily to high-net-worth and ultra-high-net-worth individuals and families, as well as 501(c)(3) non-profits and plan participants. The firm employs a mix of Tactical Index, Passive Index, and Apriem Index strategies and integrates fundamental and technical analysis in portfolio construction.

Steven Sturner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tempus Wealth Planning since 2016, following prior roles at Mutual Securities, Inc. and Ameriprise Financial Services, Inc. Tempus Wealth Planning serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process using both fundamental and technical analysis and may utilize derivatives, options strategies, and margin in certain accounts.

Nicholas Cavallo is a financial advisor with Financial Management Network Inc. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at FMN Capital Corporation, Cal State Fullerton, Custom Accessory Distributors, and Saddleback College. Outside of advising, he owns NJC Financial, an S corporation unrelated to investment activities. Financial Management Network provides portfolio management, financial planning, and consulting services to individual and institutional clients, including high-net-worth individuals, trusts, and corporate pension plans. The firm employs a strategic asset allocation framework combined with targeted active management and offers additional services such as tax preparation and bookkeeping.

James White is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Tempus Wealth Planning, LLC since 2016 and previously spent 12 years at Ameriprise Financial Services, Inc. and one year at Mutual Securities, Inc. Tempus Wealth Planning serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a client-specific investment process with continuous monitoring and uses both fundamental and technical analysis, including derivatives and options strategies in certain accounts.

Javaid Ansari is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Compak Asset Management since 2011. He holds Series 63 and Series 65 licenses and is based in Newport Beach, CA. Compak Asset Management is a multi-team registered investment adviser managing approximately $1.2 billion on a discretionary basis for over 1,000 clients. The firm employs model-driven asset allocation strategies overseen by an internal investment committee and offers financial planning and retirement-plan advisory services.

Matthew Del Junco is a financial advisor at Liberty Wealth Management, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at AE Financial Services, LLC, Liberty Group LLC, and Lifetime Planning and Marketing, Inc., where he also acts as an insurance agent. Liberty Wealth Management, LLC serves individuals, trusts, estates, retirement plans, corporations, and other entities by providing investment management, financial planning, ERISA retirement and employee-benefit plan services, and educational programs. The firm uses a combination of centrally developed and advisor-specific investment strategies, integrating third-party managers and alternative-investment activities as part of its diversified portfolio approach.

Thomas Breslin Jr. is a financial advisor with Balboa Wealth Partners, Inc. in Newport Beach, CA, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Balboa Wealth Partners since 2016. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1.07 billion in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team structure and a long-term, diversified investment approach using low-cost mutual funds and ETFs, individual securities, and various analytical techniques to construct portfolios aligned with client objectives.

Leonard Moulin III is a CFA® charterholder and holds a Series 66 license with 18 years of industry experience. He currently works at Ignite Planners LLC and has previously been associated with Stonex Securities Inc, Rincon Pacific Management, Cetera Advisor Networks, and Girard Securities. Outside of his primary advisory role, he provides financial modeling and corporate strategy consulting services. Ignite Planners LLC serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm employs a tailored investment approach using a mix of public and private securities, manages private pooled funds, and offers discretionary asset management and financial planning services.

Jon Theriault is a CFP® professional with 15 years of industry experience, currently serving at RS Crum Inc. since 2008. He holds the Series 63 designation and is based in Newport Beach, CA. RS Crum Inc. provides discretionary investment management, financial planning, and business-consulting services to a diverse client base, including individuals, trusts, charitable organizations, and small businesses. The firm emphasizes individualized asset allocation and cost minimization, with formalized practices such as mutual fund share-class selection policies and use of third-party AI tools under supervisory review.

Brian Sigler is a financial advisor with Westshore Wealth and holds Series 66 and Series 65 credentials. He has 12 years of industry experience, having previously worked at RM Securities, Mogul Securities, North Capital Private Securities, and Realty Mogul Co. Outside of advising, he is CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth serves individual clients, pension plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and active investment strategies, including derivatives and private placements, tailored to client goals and risk tolerances.

Jonathon Soucier is a financial advisor at Wealth Teams Alliance with 15 years of industry experience. He holds the Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company for the past 10 years. Soucier also serves as a co-trustee for his parents’ irrevocable trust. Wealth Teams Alliance provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, along with retirement plan services and a wrap fee program. The firm employs technical analysis as its primary method, uses both long- and short-term investment strategies, and integrates planning, consulting, and implementation referrals into client relationships.

Arash Kouhi is a financial advisor at Compak Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Bellwether Enterprise Real Estate, Berkadia, and Wells Fargo. Compak Asset Management provides discretionary investment management and financial planning services to individuals, retirement plans, and trusts, using a combination of fundamental and technical analysis alongside model strategies and tactical asset-allocation.

Kristine Wallington is a financial advisor at The Wealth Collaborative, Inc. with 18 years of industry experience. She holds a Series 65 designation and has been with The Wealth Collaborative since 2007. The Wealth Collaborative serves high-net-worth individuals and business entities, particularly those in the entertainment industry, offering discretionary investment management alongside wealth planning and retirement-plan fiduciary consultation. The firm emphasizes investment policy development and primarily uses no-load mutual funds and ETFs, with a notable focus on Dimensional fund offerings for equity exposure.

Michael Alongi is a Series 66-licensed financial advisor with Wealth Teams Alliance in Irvine, CA, and has 15 years of industry experience. He has been associated with Oak Grove, LLC since 2015. Wealth Teams Alliance serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and supports both long-term and short-term trading strategies.

Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.